Hampton Park Financial Planning
Assets Under Management
$15.4M
Number of Clients
47
Number of Advisors
1
Average Client AUM
$329K
AUM per Advisor
$15.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hampton Park Financial Planning LLC offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also manage individually tailored investment portfolios based on client goals and risk tolerance. They may use third-party managers and offer socially responsible investing.
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.80% |
Fees are negotiable for accounts above $4,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment ManagementSocially Responsible InvestingBusiness OwnersHigh Net Worth
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Location
SC, United States
